BFG
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Berger Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Berger Financial Group’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
7,775
-5,642
-42% -$223K 0.02% 330
2025
Q1 		$478K Buy
13,417
+2,366
+21% +$84.3K 0.03% 264
2024
Q4 		$390K Buy
+11,051
New +$390K 0.03% 287